“…while some might contend earnings forecasts remain too high, we would argue otherwise”.
Author: therealheisenberg
You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited
… figuratively or literally.
US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law
“Risks the US refuses to accept”…
Buy America! Fed Launches Primary Corporate Credit Facility
If you were already offended by the Fed’s purported “transgressions”, you can pretend to be even angrier now.
The Data Is Playing Along
And yet, it all hinges on the jobs report.
Hopefully, So Far, For Now
Investors face an uncertain future after historic rally.
Fed Unveils Composition Of Corporate Bond Portfolio. Why Not Have A Look?
“Moral hazard!”, everyone shouted, in unison.
Trump Stumbles Into New Crisis As Russian Bounties Story Spirals
“He can disown everything if no one ever told him about it”.
Picture Perfect: The Fed Gets ‘Exactly What It Wants’
“The Fed must be happy”, TD’s Priya Misra said this week. “Well, at least pleased
Goldman: Expect High Volatility And Low Risk-Adjusted Returns
Curb your enthusiasm. And buckle up.
This Time Was Different. Bears Should Live To Fight Another Day
“It ain’t over yet.” Yes it is.
The Big Question Still Has No Answer.
“The current crisis is more complex than the 2008 GFC”.
‘Serious Problems’
Simply put: The economic, market, and societal cross currents are strong right now.
‘We Need To Re-Evaluate Our Understanding Of Volatility’: The Babadook Revisited
To be sure, we had ample warning.
Deep In The Heart Of Texas
“…driven by certain types of activities, including Texans congregating in bars”.
Will A Still Elevated Personal Savings Rate Undercut The Next Virus Relief Bill?
Friday’s data is mostly indecipherable, but there are some takeaways.
Inflow Bonanza Rolls On For Blue-Chip Credit, But Junk Funds See First Outflow Since March
The Powell pledge continues to embolden the market.
As Senate Turns Screws On China, Trump ‘Prods’ US Tech To Buy Ericsson, Nokia In Huawei Battle
“Administration officials have talked about inserting the federal government deep into the private sector”…
Texas Freezes Reopening Push As Houston Faces ‘Apocalyptic’ July 4th
“We can’t go there”.
World Trade Just Collapsed An Epic 16%
Up in smoke.
Jobless Claims Miss Again As Labor Market Outlook Still Murky
This makes two weeks in a row.
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